Long gone are the days when ‘passive’ investing meant simply replicating a cap-weighted index, especially with the surge in ‘active’ and ‘factor-based’ funds such as smart beta. We need more nuanced definitions.
Author Archive | Leah Kelly
The five main types of smart beta ETFs are all represented on the ASX, bridging the gap between active and passive funds at an attractive price point and grabbing market share.
Investors should consider rebalancing their portfolios, including SMSF trustees who must comply with an investment strategy. Regular rebalancing can reduce concentration risk and improve performance.